Revenue

Ultra

Available from the Ultra plan

The Revenue section of Reports shows your practice's financial situation. It requires the Ultra plan.

#Summary

The cards at the top show how much you've invoiced and how much you've collected, in the current month and since the start of the year, plus the average value of an invoice. The cards with monthly and yearly revenue and the average invoice value

#Monthly charts

A monthly chart of the amounts invoiced versus collected and the number of invoices this year compared with last year. The chart of revenue per month and of invoices this year vs. last year

#Outstanding balance and breakdown

The total outstanding balance, the clients bringing in the most revenue, and the aging of unpaid invoices. The outstanding balance, top clients, and overdue amounts by age